Langcroft Consultancy are the referral Partner for Capsule CRM.
Capsule CRM is a cloud-based customer relationship management platform designed to help businesses manage contacts, sales pipelines, tasks, and projects efficiently.
It’s particularly suited for small to medium-sized businesses seeking a user-friendly and customisable CRM solution.
Contact Management:
Centralises customer information, including notes, emails, and files, providing a comprehensive view of client interactions.
Sales Pipeline:
Offers a visual, customisable sales pipeline to track opportunities and monitor deal progress.
Project Management:
Includes built-in tools to manage projects, assign tasks, and track progress, enhancing team collaboration.
Workflow Automation:
Automates repetitive tasks and sales processes, improving efficiency and consistency.
Email Integration:
Integrates with Gmail and Outlook, allowing users to manage emails, create templates, and send messages directly from the CRM.
Reporting & Analytics:
Provides sales analytics, activity reporting, and advanced sales reports to inform decision-making.
Customisation:
Allows customisation of fields, tags, milestones, and branding to tailor the CRM to specific business needs.
Integrations:
Supports integrations with popular tools like Microsoft 365, Google Workspace, Xero, Mailchimp, and more.
Ready to get started?
Langcroft Consultancy can guide you through integrating Capsule into your operation and make sure it works for your business needs.
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